Resources by Topic

Individuals and Families

Wealth Watch

You Paid What for That?!

Did you notice that you are paying 9.9% more for eggs and 5.6% more for apples than you did a year ago? Or that a new refrigerator will cost you about 20% more than it did pre-pandemic? Did you know that the backup of container ships at our California ports stands at 29, with an […]

Read More

View All Wealth Watch Posts
Blog

When One Size Doesn’t Fit All When Budgeting

As an avid sports fan, I like to wear hats from my favorite teams.  I’ve never been a fan of one-size-fits-all hats.  They’re stretchy and often lose their shape.  I would much rather spend the extra money on a fitted hat that I know will fit like a glove, and I’ll look forward to wearing […]

Read More

View All Blog Posts
Blog

Working Wealthy – Can You Define Retirement?

My daughter turns eight this year, and she has been bitten by the reading bug. Don’t get me wrong; it’s a great thing—hopefully, a habit that lasts a lifetime. However, she has come to think of me as the household dictionary. And as a former English major, I was initially excited for the opportunity to […]

Read More

View All Blog Posts
Wealth Watch

An Introduction to Impact Investing

The investing landscape is constantly evolving as fund companies and money managers look to develop new products to meet investors’ needs and wants. One corner of the market that has been experiencing immense growth over the last several years and shows no signs of slowing down is the area of “Sustainable” investing. Fund assets in […]

Read More

View All Wealth Watch Posts
Blog

Navigating Divorce After 50 – A Common Sense Guide

With gray divorce being an incredibly common scenario nowadays, you likely have a loved one trying to navigate these tumultuous waters. Regardless of what the final straw may have been, when your loved one is suddenly single after 50, they face a unique set of challenges that require a more careful look and thoughtful planning […]

Read More

View All Blog Posts
Wealth Watch

To Taper or Not to Taper

“To be, or not to be? That is the question: Whether tis’ nobler in the mind to suffer the slings and arrows of outrageous fortune, or to take arms against a sea of troubles…” – William Shakespeare, Hamlet At the recent Jackson Hole policy summit, Chairman Jerome Powell said that the Fed would likely begin […]

Read More

View All Wealth Watch Posts
Blog

Buy, Borrow, Die: Not Best for Everyone

With interest rates near historic lows and the market near all-time highs, there are more people borrowing against their portfolios than ever before. Using debt wisely to increase wealth and reduce taxes is not a new concept; however, recently, there has been a spotlight shined on the concept from Wall Street Journal’s article “Buy, Borrow, […]

Read More

View All Blog Posts
Blog

Top Considerations for Your Post-COVID Travel

At BDF, our mission is to help clients enjoy a full life. And for many, that full life includes travel. Unfortunately, we have been unable to travel over the past eighteen months as we did before the pandemic. Yet, as more of us become vaccinated and as the world gradually reopens, there is hope for […]

Read More

View All Blog Posts
Wealth Watch

Instability and Unrest: The Market’s Reaction

With the recent turmoil unfolding in Afghanistan, should you be worried about a drop in the stock market and its negative impact on your portfolio?  Well, as they often say, history repeats itself.  This situation may be no different.  In the short-term, markets typically drop as a result of significant conflicts, wars, and geopolitical events.  […]

Read More

View All Wealth Watch Posts
Blog

Leaving Your Job? 4 Executive Compensation Considerations

Thinking about leaving your job? You’re not alone. 2021 is turning into the “Big Resignation,” with millions either quitting or thinking about leaving for greener pastures. If you are a professional falling into this camp, what does that mean for your Executive Compensation? Here are key considerations if you’re thinking about making a leap. 1. […]

Read More

View All Blog Posts
Wealth Watch

Viva Las Vegas! Viva the Stock Market!

“Las Vegas is a city built on hopes, dreams, and a little bit of crazy.”– Michael McDonald No truer words have been uttered about “Sin City,” and perhaps the same can be said for the current market environment. Investors hope and dream that stocks will continue to rally but feel a bit crazy for believing […]

Read More

View All Wealth Watch Posts